張明盛, Chang, Ming-Sheng

《境外基金管理辦法》的實施是台灣基金市場發展的一個重要里程碑，意味著我國境外基金市場之新時代來臨，讓原先「不能銷售、只能推薦」境外基金業者放膽招兵買馬。國內核准的境外基金數目已超過700檔，正式宣告境外基金進入戰國時代，如何打響名號，讓投資人印象深刻，進而願意放心將錢交由這些公司來管理，將是業者面臨的最大挑戰。 本文以相關文獻探討為研究基礎，並以總代理之基金數較多、規模較大、較具代表性之總代理人進行個案訪談，同時輔以對投資人之問卷調查，剖析境外基金總代理人的STP行銷策略、4P行銷組合策略，以及關鍵成功因素，歸納出相關研究結論如下： ■STP行銷策略：市場區隔主要變數為顧客類型、所得及年齡。三大目標市場分別為理財專員、法人與高所得大戶，以及小額投資人。在市場定位方面，定位為專業投資顧問以提供穩健優質的商品與服務。 ■產品策略：「產品績效」最為重要，能提供績效表現優異的基金，才能提高顧客之滿意度。「附加價值」為次重要，包含服務品質、知名度與形象、買賣的便利性、投資標的，以及商品的廣度（包含基金類型與數量）等。 ■通路策略：以銀行為主要銷售管道，並建立保險與證券等新的通路之合夥關係...

Huang, Chien-Shing, 黃建興

碩士 / 國立中正大學 / 地震研究所 / 85 /

Hsu, Chih-Peng, 許志鵬

碩士 / 國立臺灣師範大學 / 地球科學研究所 / 87 /

Wen-Ying Chang, 張紋英

碩士 / 國立高雄海洋科技大學 / 航運管理研究所 / 94 / “Offshore shipping center” has not only eased restrictions of no-direct transport past over 40 years, but also being an indication of new milestone of cross-straits transport, which is a breakthrough of the current cross-strait relations. Hence it is of vital important to establish Taiwan into an Asia-Pacific transshipment hub center and affects the development of shipping industrial sectors. However the recent throughput of container handling on this center is d...

Mei-chu Chiu, 邱美珠

碩士 / 東吳大學 / 企業管理學系 / 97 / To deal with the global trade liberalization which has been intensifying the business competition increasingly, the apparel firms to keep profits by transferring their manufactory overseas for a lower production cost on both labor and land. However the variations of global market and economy are always unpredictable and do make challenge to the business running. Especially after the strike of economic recession, managers should adjust their strategies and re-evaluate th...

YANG,WEN-HUI, 楊雯惠

碩士 / 國立臺北大學 / 國際財務金融碩士在職專班 / 95 / In past few years securities investment trust firms (SITEs) have suffered from critical business difficulties, due to the lack of substantial growing trend in the Taiwan Stock Market and the impacts of structured notes issues. Since there have been an increasing numbers of investors participating offshore funds investments, government’s recent decision on opening the offshore funds markets has granted SITEs good opportunities for business growth. With the implem...

Hsiao-Chi Chen, 陳筱琪

碩士 / 臺灣大學 / 地質科學研究所 / 98 / Recent studies showed that iodide is a biophilic species. When the organic matters decomposed, methane and I- will be generated and released. Variations of halogen concentrations (Cl-, Br- and I-) and ammonium (NH4+) in pore water of marine sediments of selected sites were studied to help understanding the fluid source and the pathway of sulfate reduction in the potential gas hydrate area of offshore SW Taiwan. According to the concentration profiles (I-, Br-, CH4, SO...

Shih-Wei Liao, 廖士瑋

碩士 / 臺灣大學 / 海洋研究所 / 98 / Gas hydrate as a potential new energy resource has been noticed worldwide in recent years. However, rapid dissociation of gas hydrate may cause serious environment problems such as submarine landslides and global warming. Offshore southwestern Taiwan, clear bottom simulating reflector (BSRs) and strong reflection amplitude anomalies have frequently been observed on 2D seismic profiles. In this study, we try to get detail in a small area by 3D seismic techniques. The stud...

HUANG,CHEN-HSIU, 黃政修

碩士 / 國立臺北大學 / 企業管理學系 / 95 / After the amendment of “the Regulations of Offshore Fund” had been passed on August 2 1994, along with the starting of the “Offshore Fund Master Agent Regulation” on August 1, 1995, the Government opens up the domestic market to the subscription and sales of the “Offshore Fund”, while mandating each “Offshore Fund” have single “Master Agent”. Currently, only securities investment consulting enterprise (SICE), securities investment trust enterprise (SITE) and Stock Bro...

Yung-Kuang huang, 黃永光

碩士 / 國立中興大學 / 土木工程研究所 / 81 /

ao-Chi Tsai, 蔡燿吉

碩士 / 國立成功大學 / 土木工程研究所 / 83 /

蔡信華, Tsai, Hsin Hua

所謂專屬保險公司（captive insurance company）係由非保險業之企業集團，為承保該企業集團本身之風險，所投資設立之保險組織，目的在於強化企業集團全球化的風險管理整合，建立有效損害防阻機制，以風險理財模式保障母公司及其關係企業之危險損失，並能將企業集團之風險成本降到最低。隨著貿易自由化、解除管制與金融市場全球化的發展趨勢，專屬保險制度由1950年代發展至今，已經成為國際企業集團所普遍採用之風險管理機制，運作於全球專屬保險註冊地。隨著經濟發展，企業也逐漸擴大經營之規模，當前我國大型企業集團已邁入全球國際化經營，然而，其主要風險管理模式仍停留在比價、招標、採購的模式向國內商業保險公司購買傳統保險，為解決傳統商業保險市場日益嚴苛的保險條件與承保容量不足的窘境，本文建議採取專屬保險之「替代性風險移轉方法」（Alternative Risk Transfer, ART）發展經驗，將可協助國內企業集團尋求以非傳統保險方式來處理傳統的可保危險（insurable risk），應為可行的風險管理對策，以契合時代之脈動。以金融保險業之國際發展而言，一國之競爭力在於面對全球化競爭及永續發...

Jung-Hui Yang, 楊榮煇

碩士 / 銘傳大學 / 公共事務學系碩士在職專班 / 99 / Thesis content： Coast guards have to take turns on duty in patrol ship day and night. During their tours, they’re under pressure because of the bad environment and unexpected danger. Especially they need to deal with Chinese fishermen carefully to avoid tense politics between Taiwan and China. Compared to Offshore Flotilla Taiwan, Offshore Flotilla Kinmen are under much more pressure due to the work requirements. Normal workers can expect the coming job contents, ...

朱清松

碩士 / 國立政治大學 / 法學院碩士在職專班 / 98 / The securities investment trust fund is one of the important financial investment vehicles in Taiwan. Looking back on the history of Taiwan fund industry development, from the early days of fund launch to attract foreign investments to these modern days that funds become important investment tools for the investors. Soon later the offshore funds were open to the domestic consultants, they began to be a favored investment product for many investors. After the Sec...

楊敏郎

碩士 / 國立海洋大學 / 應用地球物理研究所 / 85 /

Yu-Fen Wang, 王愉雰

碩士 / 中原大學 / 企業管理研究所 / 95 / Offshore financial center, so called Offshore banking Unit (OBU), dealt with international financial activities, and located in a country, a region or a city with lower-taxed and less restrictions to attract nonresident financial business. The conveniences of OBU could attract international capital transactions for both demanders and suppliers. There are many factors would affect the development of OBU, including macroeconomic factors, invest environment and domestic ...

Wan-Jin Chen, 陳萬金

碩士 / 國立中央大學 / 財務金融學系碩士在職專班 / 92 / This study investigates how security companies in Taiwan implement the offshore operations to satisfy the demand of individual or institutional investors and focuses on the risk management issue. A case study on some security firm（called M-company）is carried out. First, we explore the domestic and oversea organization of M-company; the fund transition among oversea entities; and the transaction process of offshore position. The offshore financial products are th...

HSIEH, CHUN TE, 謝俊德

碩士 / 國立中山大學 / 財務管理學系 / 84 /

Chen, Ping, 陳平

碩士 / 國立中山大學 / 海洋地質研究所 / 84 /

Chen, Ping-Zhuan, 陳平撰

碩士 / 國立中山大學 / 海洋地質研究所 / 84 /

夏國柱

碩士 / 國立臺灣科技大學 / 工程技術研究所 / 80 /

Ching Hsing Lai, 賴建興

碩士 / 國立中興大學 / 高階經理人碩士在職專班 / 93 /

朱景鉅

碩士 / 國立交通大學 / 土木工程系所 / 95 / The wave data in real sea are generally and traditionally collected by data buoys in the coastal zones to indicate the significant wave heights and wind in Taiwan for engineering practice and scientific researches. These data are applicable for coastal zones rather than offshore zones. In this investigation significant wave height and wind data around Taiwan waters for 1992 to 2006 from five satellites, that are TOPEX, JASON-1, ERS-2, GFO-1, ENVISAT-1, are collected t...

林介清

碩士 / 國立交通大學 / 管理學院高階主管管理碩士學程 / 97 /

Lo, Bing Chi, 羅鈵棋

碩士 / 國立交通大學 / 管理學院高階主管管理碩士學程 / 97 / The research is aimed at the analysis of the strategy of Phoenix Satellite Television that how it successfully enters into China’s market,also creating a brand new and establishing influences in the global numerous media competitions as well which want to work upon the massive market. Because the media belongs to the special profession, people call the media “ The Fourth Power”. For example, the US's Watergate, President Chen's overseas secret account, The 20...

YU-PEI TSAO, 曹宇沛

碩士 / 亞洲大學 / 會計與資訊學系碩士班 / 97 / The trend of de-regulation in domestic was due to economic liberalization and internationalization. Besides, there are increasing of transnational corporations and international trading corporations as a result of economic development, the changes of investment environment, and the open for investment in China since 1991. However, the tax is one of the major operating costs; enterprises face different tax systems from different countries. The managers need to seek o...

Kai-wun Jhan, 詹凱文

碩士 / 雲林科技大學 / 科技法律研究所 / 96 / The paper is for the purpose of discussing the legal system of offshore funds, from comparing legal system point of view. Hopefully, it can be an example for future legislation to build up a more perfect system for upgrading most of investors’ rights, by virtue of understanding the offshore funds of other countries and the rules of European Union UCITSⅢ to discuss relevant legal problems for offshore funds in Taiwan. The summary of this thesis as below: First of all,...

Wei-Zhi Liao, 廖韡智

碩士 / 國立中央大學 / 地球物理研究所 / 95 / The frontal orogenic wedge off southwest Taiwan is characterized by spatially varied rapid sedimentation, erosion, and tectonic uplift. A large amount of geophysical data indicates the prevalent existence of gashydrates beneath the seafloor. The interactions between the processes of sedimentation, erosion, and tectonic uplift may result in a dynamic equilibrium system in which gas hydrates are preserved in the strata. In order to understand this system, we use chirp ...

林宜賢

離岸金融市場，早期主要是以非居民為對象提供非本幣交易金融服務的國際金融市場。近幾十年來，國際金融市場規模快速成長，同時國際金融功能也不斷擴大，而離岸市場也隨著它的功能不斷調整、擴充，發展出了許多不同的面貌。許多國際貨幣如美元、日圓、歐元也在倫敦、東京、紐約、香港、新加坡這些國際金融城市頻繁且大量的交易。 　　人民幣目前還不是主要國際貨幣，國際化程度不若這些國際貨幣高，在境外使用也較主要國際貨幣來的少，較具規模的人民幣離岸市場從2010年後在香港漸具雛型。由於中國近年來一系列推動人民幣向境外流動的政策，讓人民幣在全球貨幣的地位逐漸提升，而隨著人民幣在境外流動數量的增加，使得近年來人民幣離岸市場引起國際金融城市的關注，有些地區也加入爭取發展人民幣離岸市場的行列。 　　由於香港不但是第一個發展人民幣離岸市場的案例，在現今的發展規模上也是最大的境外人民幣中心，因此本研究透過香港發展的條件及路徑，從既有文獻的檢閱、數據的蒐集，並結合對相關人士的訪談，整理歸納國際貨幣離岸市場的發展經驗與香港發展人民幣離岸市場的優劣條件，希望台灣在開放人民幣業務之後，能借鏡當初其他國際貨幣離岸市場與香港發展的一些經...

朱清松

證券投資信託基金已是國人重要的理財主要工具之一。回顧我國證券投資信託基金發展的歷史，從早期為吸引外資投資我國而開放設立證券投資信託基金，接著也成為我國投資人重要之投資工具，到後來開放境外基金得以在國內顧問，境外商品就此開始深受國人喜愛；直至證券投資信託及顧問法通過，主管機關依授權訂定境外基金管理辦法後，國人得投資經由總代理人依法向主管機關申請核准或申報生效在我國境內募集銷售之境外基金，也開啟了境外基金與證券投資信託基金於國內銷售既競爭又合作之關係。 境外基金與證券投資信託基金於國內銷售之競爭合作的關係，不僅在產品創新及銷售金額等方面，本文所關切的是，在境外基金管理辦法公佈實施後，我國證券投資信託基金相關法規發生了什麼變化？有無任何規定是因為境外基金管理辦法實施後，證券投資信託基金相關法規不得不隨之調整者？還有，有無任何境外基金的規範進而影響我國既有之規定？當然，是否也有境外基金業者因為境外基金管理辦法的實施，必須調整其基金的運作與內控制度，以符合我國之法令規定？甚至，有無任何境外基金註冊地，為配合我國市場及法制環境，而更改其法令者？ 本文之研究係以比較我國證券投資信託基金相關規範，...

CHENG,YUAN-JEN, 鄭淵任

碩士 / 國立彰化師範大學 / 電機工程學系 / 106 / In recent years, Taiwan's power generation hits high record. It means that the entire Taiwan society is quite dependent on the demand for electricity and energy. Electricity brings convenience to life, but we do not understand how electricity is produced. There are many ways to generate electricity, such as thermal power generation, nuclear power generation, renewable energy power generation, and etc. Each power generation method has its advantages or disadvantages...

邱奕勝

碩士 / 國立嘉義大學 / 景觀學系研究所 / 106 / The use of renewable energy is rapidly increasing to reduce the impact of global warming. Considering that there is an excellent offshore wind potential in Taiwan Strait, the wind energy resources evaluation becomes important for promoting offshore wind energy. The evaluation of wind energy resources is based on a large amount of measured data. In view of the difficulties in the observation of marine weather and the lack of reliable observation data, this study used...

LI-CHUN,YU, 游立群

碩士 / 國立臺灣海洋大學 / 海洋法律研究所 / 97 / Since the financial turmoil in 2007，States get a lot of damage, so in order to attract international hot money or dormant capital to their country for investing . In addition to adjust their financial and monetary policy，but also improve the tax law to be one point of strategy. On the other words，They also hope their domestic own capital to return home or stay witout outing. The thesis researched and analysed for the adjustment of offshore income tax 、estate ta...

TSAI,CHENG-CHIEH, 蔡政杰

碩士 / 國立雲林科技大學 / 科技法律研究所 / 104 / There are different challenge around the issues of energy and environment, all the countries in the world getting some way to face the challenge. Reducing carbon emissions is an international consensus. In order to solving the crisis of the energy security, variety of potential renewable energy has developing. This paper will focus on the offshore wind power development of UK. In the UK, offshore wind energy is one of the importance in a number of renewable energy...

TU, YI FANG, 杜一芳

碩士 / 東吳大學 / 國際經營與貿易學系 / 101 / In view of the rapid growth in the Chinese economy over the past few years, the Renminbi (RMB) has become a focus topic of global economic forum. If none of international financial crisis happened which is rarely seen over a century, RMB does not threaten USD at all. The Chinese government has also recognized it profoundly that it has over-reliance on U.S. Dollar in international trade and capital flows in the past; hence, decided to accelerate the scheduled interna...

洪佩琪

碩士 / 國立政治大學 / 法學院碩士在職專班 / 104 / Renminbi (RMB), has increasingly made its presence felt in global foreign exchange markets as China continues its efforts to internationalize its currency. Efforts to internationalize the RMB have continued apace, ranging from new RMB clearing arrangements around the world to the opening of the offshore financial market without national boundaries. The Offshore Financial Centres (OFCs) are an integral part of globalisation to connect the domesic and international...

Cheng-ChangChan, 詹承璋

碩士 / 國立成功大學 / 地球科學系 / 107 / In northwestern Taiwan, the Talu sandstone has long been a popular research topic due to its potential to be an oil and gas reservoir. The previous studies proposed that the Talu sandstone was deposited in the deltaic environment, also called the Talu Delta, and yet regional correlations of sandstone layers in the delta sequences are different among these previous studies. This study proposed the evolution of the Talu Delta base on the method of parasequence analysis....

Yung-ChangChan, 詹詠彰

碩士 / 國立成功大學 / 土木工程學系 / 107 / Not like the steady environment of European wind farms, in order to overcome disasters such as typhoon and earthquake, the construction of Taiwanese offshore wind turbines requires rigorous and complete analyses of foundation dynamic responses. The objective of this paper is to modularize the calculation of pile stiffness and damping in all degrees of freedom (i.e., vertical, sliding, rocking, coupling or torsional vibration) using DynaN v3.0 and DynaPile v2016. One ...

Tzu-LingWeng, 翁子羚

碩士 / 國立成功大學 / 水利及海洋工程學系 / 107

Pei-LingShih, 施佩伶

碩士 / 國立成功大學 / 海洋科技與事務研究所 / 107 / Wind energy is currently considered an indigenous, a potentially competitive, and a sustainable approach to prevent carbon emission and achieve renewable energy targets in the future. The waters in the west of Taiwan are not only a suitable for fishing but also excellent wind farms for offshore wind power generators. The increasing demand for clean energy implies a growing conflict between fishermen and offshore wind energy providers. This situation warrants the ...

Tzu-Hung Yang, 楊子弘

碩士 / 國立中山大學 / 電機工程學系研究所 / 106 / This paper investigates the control strategy of Battery Energy Storage System (BESS) to improve the system disturbance for Cimei Island caused by the photovoltaic generation system(PVGS) due to intermittent output and sudden tripping. According to the frequency response of testing on-site BESS discharge, the mathematical models with the corresponding parameters of both diesel-generators and BESS have been confirmed. The transient stability analysis of Cimei grid i...

Hsin-Che Chiang, 蔣昕哲

碩士 / 國立臺灣科技大學 / 電機工程系 / 107 / In order to cope with the development of the renewable energy policy in the Republic of China in recent years and promote energy transformation, the power generations of firepower and nuclear power and other traditional units are reduced to increase the amount of renewable energy generation. Among them, the construction of offshore wind power has gradually matured and become the development focus of renewable energy in various countries. This thesis uses the PSS/E s...

Shin-Fan Su, 蘇信汎

碩士 / 國立臺灣科技大學 / 管理研究所 / 107 / During the early period, some enterprises used an offshore company to engage in triangular trade or invest on Holding Company, and then they further take the advantage of locating their profits at oversea through tax structure arrangement as to avoid domestic tax burdens; individual utilize the limited amount of information of offshore companies available to the public to conceal its real properties or change its tax status as to enjoy the tax benefit shall assign t...

LIU, YUEH- LUN, 劉岳倫

碩士 / 輔仁大學 / 科技管理學程碩士在職專班 / 107 / The development of global offshore wind power is due to the huge amount of investment, and the financing of funds is mostly carried out by means of “project financing”. Although local banks are still unfamiliar with the newly-developed offshore wind power industry, whether they can borrow the experience of international development for many years will become Taiwan. The key to the development of offshore wind power investment. This Taking into account foreign e...

Ren-HsuanYang, 楊任軒

碩士 / 國立臺北科技大學 / 電機工程系所 / 97 / The 98% of resources are imported into Taiwan, because natural resources are in shortage. In addition, Off-shore islands and coast of western Taiwan have abundant wind power energy and for increasing renewable resource penetration of Taiwan, the TPC plan to build large wind farms in Chang-Pin and Peng-Hu in 2010 and 2015, respectively. There will be a serious impacts on the PCC of wind farms and buses nearby when large capacity wind farms interconnect to TPC power s...

Tung-Hua Chuang, 莊東華

碩士 / 國立臺北科技大學 / 電機工程系研究所 / 97 / Rapidly global climate is changed in those years, the each government of the world are accelerating the development of renewable energy in order to reduce the carbon dioxide emission, and now wind generation is most competitive and mature of the renewable energy. Taipower company is now assessing the large offshore wind farm plan for Taiwan west coast and outlying island, so large offshore wind farm connects the existing power system and analyzes the system impact...

TSOU, MIN-SHAN, 鄒旻珊

碩士 / 國立高雄科技大學 / 電訊工程系 / 107 / The world is facing the problem of insufficient energy, and countries are vigorously promoting the use of renewable energy, Taiwan Executive Yuan has approved a policy named 「Four-Year Plan of Promotion for Wind Farm Area」in June 2017.When developing offshore wind farm area, re-planning the navigation channel of the ship is needed due to the safety of the offshore wind farm area. Whether the ship is actually sailing within the planned navigation channel is a major p...

Chen, Sung-Ho, 陳松和

碩士 / 國立政治大學 / 財務管理學系 / 107 / This study investigates the association between choice of tax haven and stock price crash risk. Using a large sample of American companies that establish affiliates or subsidiaries in different locations of tax haven from 1996/01/01 to 2013/12/31. we find that firms which establish affiliates or subsidiaries in foreign tax haven tend to have higher stock price crash risk, and that firms which establish in both domestic and foreign tax haven have the highest stock pri...

Kao,Lan-Fang, 高嵐芳

碩士 / 國立臺北科技大學 / 製造科技研究所 / 103 / In recent decades, the world has been encountered issues such as energy prices rising and global warming as we’ve all known. To solve the problems, consensus among countries on energy saving, carbon reduction, and renewable energy development must be reached. Thus, the purpose of this study is to find the trend of offshore wind power development, to evaluate the offshore wind power industry in Taiwan in comparison with other advance countries, and to develop a pat...

Jian-Yu Chen, 陳建宇

碩士 / 國立勤益科技大學 / 工業工程與管理系 / 106 / These years, with the rapid economic development, the huge amount of energy consumption causes environmental pollution and results in greenhouse effect and resource depletion. Human need to search for more energy and renewable energy is the energy industry that each government promotes, including wind energy, solar energy, geothermal energy, biomass energy, etc. Taiwan is abundant in wind energy, and the conditions of wind power and wind field are one of the best...